DOCK STREET CAPITAL MANAGEMENT LLC

575-B Riverside Avenue
Westport, Connecticut 06880
Tel: 212-457-8258

About DOCK STREET CAPITAL MANAGEMENT LLC

DOCK STREET CAPITAL MANAGEMENT LLC, formally registered with the SEC as DOCK STREET CAPITAL MANAGEMENT LLC. The firm was established in 10/03/2012. They have over 3 offices throughout the country.

DOCK STREET CAPITAL MANAGEMENT LLC is a Westport, Connecticut based Financial Planning firm with nearly $1,330,710,296 assets under management, offering retirement planning & investment advisory services to 68 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157155
SEC#	801-77192
Assets Managed by Firm	$1,330,710,296
No. of Clients	68
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (AUCTION & LIQUIDATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	68	$1,330,710,296

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